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Portfolio (Quarterly) Guide ↗

TRANSCEND CAPITAL ADVISORS, LLC

· CIK 0001776082
13F Portfolio $1.5B AUM 818 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 148 New 354 Added 222 Reduced 54 Exited
Page 3 of 8  ·  148 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GDDY GODADDY INC CL A Technology 4,088.0 $347K 0.02% NEW $84.88 +14.4%
42 AR ANTERO RESOURCES CORP COM Energy 9,760.0 $343K 0.02% NEW $35.14 +8.0%
43 LITE LUMENTUM HLDGS INC COM Technology 391.0 $335K 0.02% NEW $857.31 +1.1%
44 WAL WESTERN ALLIANCE BANCORP COM Financial Services 3,964.0 $326K 0.02% NEW $82.20 -3.1%
45 HR HEALTHCARE RLTY TR CL A COM Real Estate 15,857.0 $320K 0.02% NEW $20.17 -3.9%
46 INVH INVITATION HOMES INC COM Real Estate 10,399.0 $314K 0.02% NEW $30.21 -0.3%
47 ARE ALEXANDRIA REAL ESTATE EQ INC COM Real Estate 5,919.0 $313K 0.02% NEW $52.85 +1.2%
48 CORPAY INC COM SHS 932.0 $311K 0.02% NEW $333.27
49 BDIV AAM BRENTVIEW DIVIDEND GROWTH ETF 12,644.0 $309K 0.02% NEW $24.42 +2.6%
50 VOOG VANGUARD S&P 500 GROWTH ETF 3,737.0 $309K 0.02% NEW $82.62 +1.0%
51 BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF 6,850.0 $308K 0.02% NEW $44.97 -0.8%
52 IEF ISHARES 7-10 YEAR TREASURY BOND ETF 3,244.0 $307K 0.02% NEW $94.57 -1.9%
53 FLEX FLEX LTD ORD Technology 1,864.0 $302K 0.02% NEW $162.07 -31.9%
54 LW LAMB WESTON HLDGS INC COM Consumer Defensive 6,990.0 $302K 0.02% NEW $43.18 +24.3%
55 GRMN GARMIN LTD SHS Technology 1,261.0 $299K 0.02% NEW $237.48 +24.2%
56 SETM SPROTT CRITICAL MATERIALS ETF 9,586.0 $299K 0.02% NEW $31.16 +13.0%
57 ARW ARROW ELECTRS INC COM Technology 1,391.0 $297K 0.02% NEW $213.41 -1.2%
58 STE STERIS PLC SHS USD Healthcare 1,406.0 $296K 0.02% NEW $210.57 +13.0%
59 BND VANGUARD TOTAL BOND MARKET ETF 3,985.0 $293K 0.02% NEW $73.41 -1.6%
60 ATI ATI INC COM Industrials 1,465.0 $289K 0.02% NEW $197.10 +5.0%
Page 3 of 8  ·  148 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Financial Services 22.4%
Healthcare 11.6%
Industrials 8.0%
Consumer Cyclical 7.5%
Communication Services 4.7%
Consumer Defensive 3.5%
Utilities 2.7%
Energy 2.5%
Real Estate 1.9%